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Portfolio (Quarterly) Guide ↗

BIRCHBROOK, INC.

· CIK 0002071468
13F Portfolio $213M AUM 305 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 47 Added 66 Reduced 21 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 505.0 $26K 0.01% +260.0 +106.1% $51.05 +31.6%
22 BGRN ISHARES TR 527.0 $25K 0.01% +27.0 +5.4% $47.49 -1.9%
23 XLG INVESCO EXCHANGE TRADED FD T 353.0 $22K 0.01% +203.0 +135.3% $61.23 +1.5%
24 ALL ALLSTATE CORP Financial Services 85.0 $20K 0.01% +1.0 +1.2% $237.21 +8.7%
25 SHOP SHOPIFY INC Technology 172.0 $20K 0.01% +10.0 +6.2% $114.18 +22.5%
26 SCHD SCHWAB STRATEGIC TR 569.0 $18K 0.01% +318.0 +126.7% $31.74 +9.7%
27 WELL WELLTOWER INC Real Estate 60.0 $14K 0.01% +1.0 +1.7% $225.15 +6.8%
28 NNN NNN REIT INC Real Estate 243.0 $11K 0.01% +3.0 +1.2% $46.59 -2.9%
29 VTRS VIATRIS INC Healthcare 711.0 $11K 0.01% +5.0 +0.7% $15.89 +4.7%
30 IEFA ISHARES TR 105.0 $10K 0.01% +5.0 +5.0% $96.58 +2.9%
31 DXJ WISDOMTREE TR 58.0 $10K 0.01% +20.0 +52.6% $172.21 +4.6%
32 KR KROGER CO Consumer Defensive 143.0 $8K 0.00% +1.0 +0.7% $55.47 +4.5%
33 SOXL DIREXION SHARES ETF TRUST 25.0 $7K 0.00% +7.0 +38.9% $264.12 -59.9%
34 OKLO OKLO INC Utilities 100.0 $5K 0.00% +50.0 +100.0% $52.33 -26.4%
35 APLE APPLE HOSPITALITY REIT INC Real Estate 287.0 $5K 0.00% +5.0 +1.8% $16.80 -7.3%
36 QBTS D-WAVE QUANTUM INC Technology 200.0 $5K 0.00% +135.0 +207.7% $23.99 -31.1%
37 IMVP INVESCO INDIA EXCHANGE-TRADE 234.0 $5K 0.00% +7.0 +3.1% $20.05 -0.4%
38 IGRO ISHARES TR 49.0 $4K 0.00% +1.0 +2.1% $87.63 +4.8%
39 IEF ISHARES TR 42.0 $4K 0.00% +5.0 +13.5% $94.57 -2.6%
40 IONQ IONQ INC Technology 60.0 $3K 0.00% +20.0 +50.0% $53.27 -29.1%
Page 2 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Financial Services 12.4%
Communication Services 11.6%
Healthcare 10.6%
Consumer Cyclical 8.4%
Consumer Defensive 8.1%
Industrials 7.6%
Energy 5.3%
Utilities 1.0%
Basic Materials 0.4%